Ryan is a Paraplanner at ClearTrust. In his role, Ryan supports lead advisors throughout all stages of the financial planning and advising process. He is detail-oriented, allowing the advisors to concentrate on client-facing strategies. After passing the CFP®, he discovered his passion for estate planning and now handles a significant portion of the estate planning analysis and preparation with his team. Clients can expect detail-oriented, analytical, and timely execution from him.
He attended Texas Tech University, where he majored in Personal Financial Planning. After graduating, he worked at a firm in Lubbock, Texas, before moving to Nashville, where he joined ClearTrust in September 2023.
Ryan stays involved in his community through charitable giving. He also helps friends and neighbors with car maintenance and repairs when needed. He is originally from Texas and has a chocolate lab named Moose. His favorite sports team is the Dallas Mavericks, and he enjoys fly-fishing and spending time outdoors.